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December 2018 Newsletter

Year-End Tax Planning - consider these moves to reduce your tax bill and put more money in your pocket .

All In The Family (Part 2) - ways business owners and trusted advisors can turn family member into eventual company owners.

And The Magic Number Is? - an overview of taking Social Security payments sooner or later.

Slicing the Inheritance Pie - life insurance as an equalizer to inheriting the business.

Profile - those in disaster areas get additional time to file.

Questions & Answers

Short Bits - check out this month's short bits.

Taking Care Of Business - tidy up loose tax ends and fine-tune tax planning strategies.